Our Team

Mark Reisbord

Mark is a Chartered Life Underwriter (CLU) and Investment Advisor Representative. He is owner, principal of M. Reisbord and Associates. Mark has been in the financial services industry for over 30 years and holds a number of securities and insurances licenses. He is a graduate of Santa Barbara College, and currently divides his time between his family, his work and his community. Mark serves on several civic committees and is involved with Kingsland Baptist Church. Mark has spent his career helping people plan for the retirement, especially through asset accumulation and distribution. Through experiment and education, Mark has gained a vast knowledge in business and estate tax issues enabling him to create solutions with a dynamic effect.

Mark Reisbord may be contacted at mreisbord@cfiemail.com

 

James Kershaw

James is an Investment Adviser Representative who offers investment consulting services to individuals, institutions, and corporations. He is active in the financial services industry, holding both securities and insurance licenses. James partnered with Reisbord and Associates in 2018 and provides clients with a combination of investment and insurance planning services. A proud Houstonian and Texan, James graduated from Texas Tech University and has spent his career designing individually tailored solutions and guiding his clients towards their financial goals.

James Kershaw may be contacted at jkershaw@cfiemail.com

 

Jessica Perez

Administrative Assistant 

Jessica Perez may be contacted at jperez@cfiemail.com